FID vs FGD

AFID

BFGD

Measures won2–4FGD wins · of 6 · 5Y

$10,000 · 5Y$17,605FGD · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income5.66%FGD · $566 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common10.0%FID and FGD

FID

FGD

First Trust S&P International Dividend Aristocrats ETF · $167MFirst Trust Dow Jones Global Select Dividend Index Fund · $1.6B

+20.2%3 years · per year$17,359 · $19,504+24.9%

+9.3%5 years · per year$15,622 · $17,605+12.0%

0.60%Expense ratio$60 · $55 on $10k · lower wins0.55%

3.97%12-mo yield$397 · $566 on $10k5.66%

−8.9%Worst dropSmaller wins−9.8%

10.7%VolatilityLower wins13.0%

2–4FGD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFID · FGD

2.1%TEP.PA1.6%

2.6%LGEN.L1.6%

2.0%DNB.OL1.1%

1.4%ZURN.SW1.0%

Held in common10.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+24.9%	+12.0%	−9.8%	$1.6B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+24.9%	+12.0%	−9.8%	$1.6B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FID vs FGD

FID

First Trust S&P International Dividend Aristocrats

$15,622

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,605

MeasureFIDFGD

Fee0.60%0.55%

Cost on $10k a year$60$55

Yield3.97%5.66%

5 years, per year+9.3%+12.0%

3 years, per year+20.2%+24.9%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y10.7%13.0%

4–2measures won
FGD first

10.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FID, FGD, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

FIDFGDVYMSCHD

FID—10.0%0.0%0.0%

FGD10.0%—2.5%5.4%

VYM0.0%2.5%—21.9%

SCHD0.0%5.4%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

FID$397 − $60 = $337

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee